BVAL vs VIG

ABVAL

BVIG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VIG $16,596

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%BVAL and VIG

Bluemonte Large Cap Value ETF · $318MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

1.13%12-mo yield$113 · $145 on $10k1.45%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureBVALVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield1.13%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y10.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

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